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Double Duty By Design
Welcome to Momentum Meter
Double Duty By Design
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Double Duty By Design Double Duty By Design My Goals Weekly Entry My Dashboard My Pipeline Market Center Market Center Admin Export
Your goals have been saved. Your scorecard will update automatically.
Your active goals
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Adjust goals
Monthly
Does this change apply to:
Conversations / week
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Appointments / month
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Closings still needed
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Reset my Annual Goal
Full reset
Update your income goal, home price, or commission rate and we'll recalculate everything — conversations, appointments, closings, and lead gen hours. Try a few combinations until one fits your life.
Your recalculated goals
Conversations / week
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Appointments / month
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Closings needed
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Lead gen hours / week
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Avg commission / closing
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Does this feel right for your life? Adjust the numbers above until it does — then save.
My WHY
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Add your WHY
What are you working toward? This will show on your scorecard and entry page as a daily reminder.
Update my WHY
Your goals at a glance
Comparing against: original goals
Conversations needed
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per week
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Appointments needed
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per month
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Closings needed
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this year
Lead gen hours
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per week
Income goal
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annual
Avg commission
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per closing
Goal calculator — set your annual targets
Commission rates are always negotiated between you and your client. The percentage below is your estimate for planning purposes only.
Calculated goals
Conversations / week
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Appointments / month
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Closings needed
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Lead gen hours / week
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15 hrs/week = 36 closings/year
Avg commission / closing
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Based on your experience, how many conversations does it take you to get an appointment and close a deal? Enter your personal targets below.
This will show on your scorecard and entry page as a daily reminder.
Your goal history
Visible to you and your program admin
Date
Conv/wk
Appts/mo
Reason
Type
Take a moment to review your goals above.
If anything has changed — your target, your timeline, or your WHY — use the Adjust Goals button at the top of this page to update them. When your goals reflect where you really are, your tracking means more.
Your goals are set. Now put them into action.
✅ Step 1 complete — your numbers are saved! Scroll down to set your intentions for this week.
🎯
You're halfway there — finish strong!
You tracked your numbers this week — great work. But the most powerful part is still waiting. Agents who set intentions are more focused, less reactive, and more consistent week over week. It only takes 60 seconds. Scroll down to Step 2 and finish what you started.
Log numbers for a week you missed
Pick the week ending date for the week you missed and enter your numbers. No intentions needed — just log what happened. Vacation weeks, sick days, and slow weeks all count. 0 is still data.
My WHY
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STEP 1 OF 2
Track Your Numbers
Remember — 0 is clarity. A week of zeros still gets tracked. Knowing where you are is the first step to changing it.
Your intentions last week
How did last week's plan go?
Last week's activity
🎉
Great work — your numbers are in!
Tracking your activity is the foundation of every successful real estate business. Knowing your numbers — even a week of zeros — gives you the clarity to make real decisions. That's not something most agents ever do.

Now comes the part that turns tracking into momentum. Setting your intentions takes 60 seconds and it's the difference between drifting through the week and owning it. Agents who do both — track and intend — are the ones who build something lasting.
↓ Step 2 is unlocked — set your intentions below
🔒
Complete Step 1 first
Save your numbers above to unlock your intentions for this week.
STEP 2 OF 2
Set Your Intentions
The goal this week is to be 1% better than last week. Small steps taken consistently build extraordinary results.
How are you feeling about your business right now?
This week's commitments
Be specific — include numbers, days, and times.
Examples:   "Ask the Magic Question 10 times this week · Follow up with 5 open house contacts · Send market update to 20 database contacts"
"Cold call 10 FSBOs Wednesday 6:00-7:00pm · Attend 2 networking events and add 10 new contacts to database · Ask 3 past clients for a referral"
How many hours have you scheduled for lead generation this week?
How are you feeling about this week's commitment?
On a scale of 1-10, how confident are you in your plan? —
✅
You just did what most agents never do.
You tracked your numbers and set your intentions. That combination — knowing where you've been and deciding where you're going — is exactly what separates consistent agents from the rest. You showed up for your business today. That matters more than you know.

Now take one more step — click My Dashboard in the nav bar above and review your numbers like the CEO of your business. The agents who look at their data, learn from it, and make decisions based on it are the ones who build something lasting.
🌱 One more thing — your pipeline
Did anyone new open a door this week? A conversation, a referral, someone who said "maybe someday"? Every seed belongs in your garden. Head to My Pipeline and add them now while they're fresh.
My WHY
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The Path to Income
Conversations → Appointments → Clients → Closings → Income
It all starts with conversations.
0
weeks
Conversation goal streak
Consecutive weeks hitting your conversation goal
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Pace to goal
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You're tracking below your weekly conversation goal
Sometimes life gets in the way and that's okay — what matters is what you do next. You have two options: adjust your goals to reflect where you are now, or join Coach Carla at Open Office Hours to talk through your plan.
Open Office Hours — Thursdays 5:00-6:00pm ET or 8:00-9:00pm ET
Join Open Office Hours
Goal progress — since you started tracking
Conversations
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/ — goal
Actual vs. goal conversations—
Appointments held
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/ — goal
Actual vs. goal appointments held—
Conversion ratios
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Conversations to appointment scheduled
Benchmark: 25:1
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Appointments to closing
Benchmark: 4:1
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Conversations to closing
Benchmark: 100:1
Activity totals
Conversations
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Appts scheduled
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Appts held
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Agreements
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Open Houses
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Transactions closed
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Pipeline (latest)
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Conversation trend
Week-by-week breakdown
WeekConv (vs goal)SchedHeld (vs goal)AgreeClosedPipeline
Personal best badges
Program attendance
Select an agent above to view their scorecard
Market Center view
Read only — select your market center to view your agents
Jump to:
Quick actions for your market center
+ Onboard new agent
Weekly Momentum Report
Review the report below, add your personal note, then send to Outlook.
Report preview

          
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or custom: to
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↑ Period filters apply to activity metrics only — defaults to this year, pick any custom range above
Agents enrolled in program
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Download attendance report
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Current snapshot — week of —
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Newly Onboarded
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Active
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Opted-In, Not Engaged
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No Opt-In
🆕 Newly Onboarded
Last 30 days
✅ Active
Engaged in 30 days
⚠️ Opted-In, Not Engaged
No engagement 30+ days
⭕ No Opt-In
Never engaged
Agent activity — year to date
Coaching status this period
Coach now Check in
Coach now
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Check in
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Momentum Monday
None this period
Playbook
None this period
Workshop
None this period
Celebrate this period
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Top attendance
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Agent roster
Click any agent's name to see their detailed info
Agent Numbers Intentions Momentum Mon Playbook Workshop Office Hours Total sessions Last seen Coaching notes
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Attendance totals
Session history
DateMomentum MonPlaybookWorkshopOffice Hours
Coaching notes
No coaching notes recorded yet
Select a market center above to view your agents
Take attendance
Check the box for each session attended. Click an agent's name to open their coaching card.
Agent
Momentum Monday
Playbook
Workshop
Office Hours
Coach Convo
Welcome
Foundation
1st Monday
Attendance saved successfully.
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Recent activity
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Program milestones
Coaching flags
Reason / note for flag
Coaching notes
Saved.
Checkbox changes save when you hit Save below · Coaching notes save immediately when you hit Save on the coaching card
Session summary
Attendance report
AgentMarket CenterEmailTimes attendedLast attended
Jump to: Snapshot Scorecard Trend Challenges
Weekly program snapshot
Engagement
Activity reported
Coaching scorecard — who needs attention this week
Coach now Check in No data
AgentMCFeelingConfidenceNumbersIntentionsConversations Status ↕
Weekly pulse — last 12 weeks
Participation week by week (Monday–Sunday)
Outcomes
Results and coaching activity week by week
Agent challenges
Program attrition
Offboarded agents
NameEmailMarket CenterLast week ending
No agents have offboarded yet.
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Select an agent
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Goal history
Admin view
Date
Conv/wk
Appts/mo
Reason / coaching note
Type
Attendance history
DateMomentum MonPlaybookWorkshopOffice HoursCoach ConvoNotes
Recent intentions
No intentions recorded yet.
Program milestones
Mark when completed. These are one-time events — check and save.
Milestones saved.
Flag for MC attention
Check this box to surface this agent in the MC's Needs Attention section. Uncheck once you've had a coaching conversation.
Flag saved.
Select an agent to view their goal history
Program engagement overview
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Total Enrolled
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Active
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Opted-In, Not Engaged
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No Opt-In
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Newly Onboarded
Weekly follow-up downloads
Week runs Tuesday–Monday. Each CSV includes Name, Email, Market Center.
Meter not completed this week
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Attended MM this quarter, not this week
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Bucket movement report
Shows agents who changed buckets since your last review. Click "Mark Reviewed" to set a new baseline.
Last reviewed: never
✅ No bucket changes since last review.
All agents by engagement bucket
🆕 Newly Onboarded
Added in last 30 days
✅ Active
Engaged in last 30 days
⚠️ Opted-In, Not Engaged
No engagement in 30+ days
⭕ No Opt-In
Never engaged
Annual Goals
Set once — updates your progress bars all year
✓ Saved!
Business Goal Progress
Market Centers Enrolled
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Paying Agent Clients
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Weekly Business Vitals
Enter your numbers for the week. Takes 2 minutes — builds the picture over time.
Funnel
Total in your AC agent-only segment
Total active members
Market Center Pipeline
RISE Event (leave blank in non-event weeks)
Business Growth
Money
✓ Saved!
Business Vitals Snapshot
Most recent week on record
Log an Email Campaign
Editing existing campaign
Log on send day with basic info. Come back Friday to add open rate and engagement numbers.
✓ Saved!
Email Campaign Performance
No campaigns logged yet.
Log a Podcast Episode
Editing existing episode
Add new episodes here. Backfill past episodes anytime. Come back to update downloads as they grow.
✓ Saved!
Podcast Episode Library
No episodes logged yet.
Active Campaign exports
Targeted lists for email sequences. Each export includes Name, Email, and Market Center. Select a week and download.
No numbers, no intentions
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Submitted numbers but no intentions
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Attended Playbook
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Attended Workshop
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Tuesday send lists — MM attendance × Meter completion
For your post–Momentum Monday send. Each list includes Name, Email, and Market Center.
Did not attend MM + Meter not completed
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Did not attend MM + Meter completed
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Attended MM + Meter completed
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Attended MM + Meter not completed
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Offboarded agents
All agents who have been archived. Use to clean up Active Campaign and Kajabi.

🌱 My Pipeline

"Your pipeline is your garden. Plant seeds, nurture relationships, and trust the harvest."

🔒 Your contacts are private. Your coach sees your harvest total and stage breakdown — not your clients' names.
The Path to Income
Conversations → Appointments → Clients → Closings → Income
It all starts with conversations.
🌱
Seeds Planted
0
contacts in pipeline
💧
Nurtures This Week
0
need your attention ↓
🌾
Likely Harvest
0.0
projected closings
0% of goalGoal: —
Your Garden
Loading your pipeline...
💧 Nurtures This Week
☀️
No follow-ups due this week.
🌿 Full Pipeline
🌱
Your pipeline is empty. Add your first contact to start your garden.
Before we adjust your goals...
You're showing — transactions closed this year. Is this correct?
How would you like to adjust your goals?
🌱
A new seed is planted!
Every great harvest starts here.
Details (optional — fill in what you know now)